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Editing and saving pre-defined reports

Modified on: Tue, 31 Mar, 2026 at 4:08 PM

The Advanced Reporting dashboard contains a folder of pre-defined reports which can be run but have restrictions that do not allow edits. It is possible to duplicate the report into a separate folder which will allow edits and the option to rename the report.

To duplicate a pre-defined report you must first navigate to Reports > Advanced Reporting and load the dashboard.

Open the pre-defined reports folder and select the report that you wish to duplicate.

Right click on the report name and select the duplicate option:

A prompt will display where you can select a new folder for the report with the option to rename it as well:

 

After the report has been duplicated you are able to make any edits or assign filters by using the copied version of the report instead of the original template.